Christina Hoerter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers a variety of financial planning and consulting services with a range of portfolio management styles and firm research.

John Dacey is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work history includes five years at M&T Securities, Inc. before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and incorporates ESG criteria and broad derivatives capabilities.

Vincent Dedominicis is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including Northwestern Mutual and AAG Capital. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and integrating advisory services with other financial products and referral channels.

Paul Kalra is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has a progressive career at Fidelity, having held roles including Planning Consultant from 2021 to 2023, Investment Consultant from 2019 to 2021, and Financial Representative from 2018 to 2019. Throughout his tenure, Paul focuses on developing tailored financial plans that reflect each client's unique goals and circumstances. He emphasizes listening and understanding clients' perspectives to support and empower them in achieving financial confidence. Outside of his professional role, Paul has personal interests that include family activities, exploring culinary experiences, parenthood, and traveling.

Stephen Patota is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior career includes nearly three decades at Verizon Communications. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies managed by third-party asset managers.

John Barry is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1984, concurrently serving at Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Faherty is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial, Royal Alliance Associates, and UBS Financial Services. Faherty is also associated with Garden State Capital Investments LLC, an investment-related business entity. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Kitty Chung is a financial advisor with Edward Jones in Croton-on-Hudson, NY, holding CFP® and ChFC® designations and over 19 years of industry experience. Prior to joining Edward Jones in 2022, she worked at JPMorgan Chase & Co and JPMorgan Securities LLC from 2016 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Nicole Menzie is a Planning Consultant at Fidelity Investments, where she collaborates with individuals, business owners, corporate executives, and their families to build, manage, protect, and transition wealth. Her approach involves listening carefully to her clients and co-creating financial plans tailored to their goals, utilizing the resources of Fidelity's wealth management team and comprehensive planning tools. Before joining Fidelity in 2022, Nicole gained experience as a Private Client Advisor at J.P. Morgan Chase, N.A. from 2017 to 2022, and as an Investment Associate at UBS Financial Services between 2008 and 2017. Her professional background includes developing expertise in financial planning and wealth management across diverse client segments. Nicole's personal interests include biking, comedy, family activities, movies, museums, and theater.

Michael Ceccherelli is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2024, following prior roles at E*TRADE Securities LLC/Morgan Stanley Smith Barney, Morgan Stanley, and Dillon Hill Capital LLC. He also has a background in management at Fairview Country Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investment due diligence in its investment approach.

Michael Lavalley is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds a Series 63 designation and has worked with firms including Metlife Securities Inc. and New England Securities. Lavalley is also president and 100% shareholder of Park Avenue Benefit Planning Inc., focusing on life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements and offers a range of programs including educational seminars and event-driven planning services.

Colby Stover is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and three years of industry experience. Prior to joining Cetera, Stover held positions at Foresters and worked in Management Information Solutions for nine years. He is also a licensed notary. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers.

Edward Zapson is a CFP®-certified financial advisor with Edward Jones in Mt Kisco, NY, where he has worked since 2002. He has 23 years of industry experience. Outside of his advisory role, he volunteers approximately 12 hours per month as an emergency medical technician with the Hopewell Junction Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Daniel P. Tarpey, CFA, CPFA, PIA, RAFA, is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management, where he has worked since 2012. In this role, he assists families and business owners with asset, liquidity, and liability management. He manages discretionary personalized and defined investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party investment approaches. Prior to joining Merrill Lynch, Daniel was Vice President at MBIA in the Insured Portfolio Management division, focusing on valuation, modeling, and remediation of complex structured finance transactions. He earned his Bachelor of Science degree in Finance from Fordham University in 2007 and holds the Chartered Financial Analyst® designation. Daniel is a member of the CFA Institute® and the CFA Society Stamford. Daniel is involved in his local community through youth lacrosse coaching with Larchmont Mamaroneck Youth Lacrosse. He resides in Westchester with his wife and three children and enjoys reading, running, skiing, swimming, and spending time with his family.

Jeremy Sunshine is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 24 years, followed by roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he serves on the Board of Westchester Community College as a member of the Nominating Committee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional accounts.

Vincent Ragone is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill from 2015 to 2021 before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Siobhan Brady is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2008. In addition to her advisory role, Brady is involved in the hospitality industry, managing administrative duties for Rory Dolan's restaurant and bar and working as a hostess at The Brazen Fox. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

William Longing is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Outside of advising, he has worked in non-investment roles including supporting trading activities at QuantumView Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports a municipal advisory practice uncommon among large institutional advisors.

Christopher Jones is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. Prior to joining Edward Jones, he held various roles in the theater and entertainment sectors, including positions at the Goodman Theatre, Chicago Shakespeare Theatre, and Paramount Theatre. Outside of finance, he has been involved in talent, entertainment, and media services through his own ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Mervyn Boone Jr is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 20 years of industry experience. He has been affiliated with Primerica Advisors since 2005 and is also the owner of Z & M Associates, Inc. Boone receives non-investment related compensation for referrals of home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.